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Livermore
Livermore
ZHEN

Everest Group, Ltd.

EG
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001095073

No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Everest Group, Ltd. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
670
−3 vs. Q4 2025
Shares held
36.7M
+4.57M (+14.3%) vs. Q4 2025
Total value
$12.0B
+$1.10B (+10.1%) vs. Q4 2025
New holders
77
244 more added
Sold out
80
253 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 670 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ1 2026: $12.0B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2025.

Institutions holding EG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coldstream Capital Management Inc880$287.6K0.00%+97+12.4%Added
Sit Investment Associates Inc886$290.0K0.01%00.0%Unchanged
Frec Markets, Inc.891$291.2K0.05%+891New
Oslo Pensjonsforsikring AS897$293.2K0.05%+897New
Laird Norton Trust Company, LLC898$293.5K0.01%−26−2.8%Reduced
Atlas Capital Advisors LLC916$299.4K0.03%00.0%Unchanged
Park Avenue Securities LLC918$300.0K0.00%+918New
Sanctuary Advisors, LLC920$300.8K0.00%−1,232−57.2%Reduced
Qsemble Capital Management, LP925$302.3K0.02%−14,462−94.0%Reduced
Trail Ridge Investment Advisors, LLC925$302.4K0.13%−420−31.2%Reduced
Center For Asset Management LLC932$305.0K0.15%+42+4.7%Added
Siemens Fonds Invest GmbH948$309.9K0.02%−119−11.2%Reduced
Gateway Wealth Partners, LLC954$311.9K0.01%+954New
Retirement Planning Co of New England, Inc.964$315.0K0.13%+17+1.8%Added
Van Eck Associates Corp965$315.0K0.00%+45+4.9%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management965$315.4K0.01%+965New
V-Square Quantitative Management LLC968$316.4K0.03%+37+4.0%Added
Sagewood Asset Management LP974$318.4K0.10%+974New
STRS Ohio992$324.2K0.00%−2−0.2%Reduced
Diversified Trust Co1,009$329.8K0.01%−2−0.2%Reduced
Fifth Third Bancorp1,018$332.7K0.00%−217−17.6%Reduced
RSM US Wealth Management LLC1,024$334.7K0.00%+94+10.1%Added
Walleye Trading LLC1,036$338.6K0.01%−118−10.2%Reduced
Worthington Financial Partners, LLC1,036$338.6K0.29%00.0%Unchanged
EntryPoint Capital, LLC1,038$339.3K0.10%−69−6.2%Reduced
Algert Global LLC1,040$339.9K0.01%+130+14.3%Added
Boothbay Fund Management, LLC1,043$340.9K0.01%+1,043New
Legacy Private Trust Co.1,050$343.2K0.02%00.0%Unchanged
BayBridge Capital Group, LLC1,017$345.0K0.21%00.0%Unchanged
R Squared Ltd1,058$345.8K0.19%+447+73.2%Added
Checchi Capital Advisers, LLC1,066$348.3K0.02%+100+10.4%Added
Nomura Holdings Inc1,072$350.4K0.00%−184−14.6%Reduced
Curat Global, LLC1,074$351.1K0.35%−480−30.9%Reduced
Van Den Berg Management I, Inc1,082$353.7K0.08%−158−12.7%Reduced
Ossiam1,084$354.3K0.01%−30−2.7%Reduced
Inceptionr LLC1,095$357.9K0.09%+1,095New
Wellington Shields & Co., LLC1,100$359.5K0.09%00.0%Unchanged
Quadrant Capital Group LLC1,101$359.9K0.01%+189+20.7%Added
E&G Advisors, LP1,100$361.4K0.08%00.0%Unchanged
Aigen Investment Management, LP1,109$362.5K0.09%−1,044−48.5%Reduced
Truist Financial Corp1,113$363.9K0.00%−69,996−98.4%Reduced
MUFG Securities Americas Inc.1,126$368.0K0.02%−5−0.4%Reduced
Horizon Investments, LLC1,148$375.2K0.00%+87+8.2%Added
Securian Asset Management, Inc1,152$376.5K0.01%00.0%Unchanged
Lido Advisors, LLC1,153$377.0K0.00%+355+44.5%Added
Metis Global Partners, LLC1,162$379.8K0.01%−169−12.7%Reduced
MML Investors Services, LLC1,163$380.1K0.00%−1,153−49.8%Reduced
PAX Financial Group, LLC1,175$384.0K0.07%−126−9.7%Reduced
GAMMA Investing LLC1,185$387.3K0.02%+602+103.3%Added
Hancock Whitney Corp1,103$393.5K0.01%−128−10.4%Reduced
Cambridge Investment Research Advisors, Inc.1,211$396.0K0.00%−112−8.5%Reduced
North Dakota State Investment Board1,213$396.5K0.02%−232−16.1%Reduced
Assenagon Asset Management S.A.1,218$398.1K0.00%−358−22.7%Reduced
Natixis1,231$402.4K0.00%−9,037−88.0%Reduced
Sterling Capital Management LLC1,244$406.6K0.01%−141,906−99.1%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.1,250$408.2K0.00%−42−3.3%Reduced
Buckingham Strategic Partners1,252$409.2K0.00%−2,371−65.4%Reduced
Baird Financial Group, Inc.1,284$419.7K0.00%+59+4.8%Added
Quantbot Technologies LP1,287$420.7K0.02%−31,915−96.1%Reduced
Davenport & Co LLC1,305$426.5K0.00%−12,991−90.9%Reduced
AlphaGrep UK Ltd1,307$427.2K0.13%+229+21.2%Added
Rowland & Co Investment Counsel1,310$428.2K0.09%00.0%Unchanged
Vontobel Holding Ltd.1,313$429.2K0.00%+133+11.3%Added
Argent Trust Co1,326$433.4K0.01%−13−1.0%Reduced
Schroder Investment Management Group1,355$438.1K0.00%−1,514−52.8%Reduced
Chicago Partners Investment Group LLC1,278$441.0K0.01%+473+58.8%Added
Rockefeller Capital Management L.P.1,361$445.0K0.00%−20−1.4%Reduced
TFB Advisors LLC1,369$447.5K0.23%−186−12.0%Reduced
Sanchez Gaunt Capital Management, LLC1,375$449.5K0.28%+1,375New
Ingalls & Snyder LLC1,382$452.0K0.02%−40−2.8%Reduced
Worldquant Millennium Advisors LLC1,389$454.0K0.00%+1,389New
Optimize Financial Inc1,425$465.8K0.23%+1,425New
Evergreen Capital Management LLC1,445$472.3K0.01%+1,445New
Old National Bancorp1,454$475.2K0.01%−96−6.2%Reduced
Henshaw Capital LLC1,468$479.8K0.02%00.0%Unchanged
Numerai GP LLC1,477$482.8K0.05%+526+55.3%Added
Tokio Marine Asset Management Co Ltd1,498$489.6K0.02%00.0%Unchanged
Aull & Monroe Investment Management Corp1,500$490.3K0.23%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,445$502.2K0.01%−237−14.1%Reduced
Saudi Central Bank1,549$506.3K0.01%+1,549New
Advisor Group Holdings, Inc.1,584$518.1K0.00%+264+20.0%Added
Legacy Wealth Asset Management, LLC1,615$527.9K0.13%+51+3.3%Added
Farther Finance Advisors, LLC1,631$528.1K0.00%+60+3.8%Added
Meeder Advisory Services, Inc.1,629$532.5K0.02%+509+45.4%Added
Leonteq Securities AG1,635$534.4K0.03%+965+144.0%Added
Abn Amro Investment Solutions1,654$540.6K0.01%+154+10.3%Added
United Capital Financial Advisers, LLC1,658$541.9K0.00%+941+131.2%Added
RMB Capital Management, LLC1,666$544.5K0.01%−145−8.0%Reduced
MUFG Securities EMEA plc1,669$545.5K0.01%−52−3.0%Reduced
Tower Research Capital LLC (TRC)1,693$553.4K0.01%−882−34.3%Reduced
Unison Advisors LLC1,710$558.9K0.04%+10+0.6%Added
Savant Capital, LLC1,716$560.7K0.00%+913+113.7%Added
Prudential PLC1,718$561.5K0.00%00.0%Unchanged
Stifel Financial Corp1,726$564.2K0.00%−10,430−85.8%Reduced
Federation des caisses Desjardins du Quebec1,792$585.7K0.00%+248+16.1%Added
Krilogy Financial LLC1,710$588.9K0.02%−759−30.7%Reduced
Allspring Global Investments Holdings, LLC1,828$592.0K0.00%−2−0.1%Reduced
Dana Investment Advisors, Inc.1,816$593.6K0.02%−217−10.7%Reduced
Crossmark Global Holdings, Inc.1,831$598.5K0.01%−72−3.8%Reduced
nVerses Capital, LLC1,839$601.1K0.55%+1,839New